Investment Solutions Specialist - Welland

Provide exceptional brand experiences for our members or a prospecting member by utilizing knowledge to deliver value-added advice and financial planning services to members. Act as primary resource for account openings. Maintain a high profile and image as the financial institution of choice in the community of the branch by establishing member client and non-member client relationships and business contacts. Complete all administrative duties accurately and as per required timelines – “first time right”. Make sound lending decisions within limits.

Differentiating Accountabilities (Duties may vary by branch location and size):

• Build value-added relationships with both members and non-members to promote PenFinancial as a financial institute of choice with the community. Act as the primary resource for opening new accounts and effectively match appropriate services to member client needs. Keep a ...

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